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Fidelity MSCI Financials Index ETF (FNCL) Institutional Ownership

Fidelity MSCI Financials Index ETF logo
$83.33 +1.33 (+1.62%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Fidelity MSCI Financials Index ETF (NYSEARCA:FNCL)

Number of
Institutional Buyers
(last 12 months)
133
Total
Institutional Inflows
(last 12 months)
$158.42M
Number of
Institutional Sellers
(last 12 months)
83
Total
Institutional Outflows
(last 12 months)
$71.18M
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FNCL Institutional Buying and Selling by Quarter

Fidelity MSCI Financials Index ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/27/2026 Corient Private Wealth LP6,531$500K0.0%+8.4%0.022%
8/23/2026 Ameritas Advisory Services LLC29,201$2.24M0.0%+12.9%0.100%
8/22/2026 Noble Wealth Partners LLC6,876$526K0.5%N/A0.023%
7/10/2026 Buska Wealth Management LLC23,641$1.81M0.7%-41.9%0.081%
7/10/2026 Heck Capital Advisors LLC19,239$1.47M0.1%-1.4%0.066%
7/10/2026 West Branch Capital LLC1,225$94K0.0%-14.0%0.004%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors8,617$660K0.1%-11.9%0.030%
7/9/2026 Strategic Point Investment Advisors LLC224,324$17.17M2.2%+2.8%0.768%
7/8/2026 First Heartland Consultants Inc.2,622$201K0.0%N/A0.009%
7/7/2026 Howard Financial Services LTD.2,918$223K0.0%N/A0.010%
6/3/2026 NewEdge Advisors LLC4,212$296K0.0%-71.0%0.014%
5/19/2026 Paragon Private Wealth Management LLC4,675$328K0.1%-13.6%0.016%
5/19/2026 NewEdge Advisors LLC4,137$290K0.0%-71.6%0.014%
5/19/2026 Bank of America Corp DE123,604$8.68M0.0%-0.2%0.415%
5/19/2026 Centaurus Financial Inc.8,787$617K0.0%+4.1%0.029%
5/18/2026Sunbelt Securities Inc.11,964$840K0.1%-5.6%0.040%
5/18/2026 Royal Bank of Canada79,882$5.61M0.0%+370.6%0.268%
5/16/2026 KCM Investment Advisors LLC3,330$234K0.0%-12.1%0.011%
5/16/2026 Quantinno Capital Management LP20,170$1.42M0.0%+5.7%0.068%
5/14/2026 Modern Wealth Management LLC91,988$6.46M0.1%-3.6%0.309%
5/14/2026 Lido Advisors LLC2,670,135$187.44M0.6%-1.4%8.960%
5/13/2026 Cetera Investment Advisers34,664$2.43M0.0%+13.2%0.116%
5/8/2026 Pacific Sun Financial Corp11,402$800K0.4%+28.0%0.038%
5/8/2026 PNC Financial Services Group Inc.400$28K0.0%-67.3%0.001%
5/6/2026 Bartlett & CO. Wealth Management LLC1,500$110K0.0%N/A0.005%
5/6/2026 Astra Wealth Partners LLC2,894$203K0.1%N/A0.010%
5/6/2026 Bessemer Group Inc.1,505$106K0.0%N/A0.005%
5/6/2026 Independent Financial Group LLC3,417$240K0.0%N/A0.011%
5/5/2026 Bank of New York Mellon Corp8,001$562K0.0%-7.5%0.027%
5/5/2026 Sigma Planning Corp14,209$997K0.0%-33.5%0.048%
5/5/2026 Nwam LLC4,780$336K0.0%+59.6%0.016%
5/4/2026 Beckerman Institutional LLC5,413$380K0.2%-3.2%0.018%
5/4/2026 Lifeworks Advisors LLC29,023$2.04M0.3%+9.9%0.097%
5/4/2026 Procyon Advisors LLC155,754$10.93M0.2%+19.2%0.523%
5/1/2026 Fifth Third Bancorp4,409$309K0.0%+384.0%0.015%
5/1/2026 Sovran Advisors LLC2,882$214K0.0%+10.5%0.010%
4/30/2026 Elevated Capital Advisors LLC2,945$207K0.1%-6.3%0.010%
4/30/2026 Financial Freedom LLC5,971$419K0.2%-17.4%0.019%
4/30/2026 Kestra Advisory Services LLC242,191$17.00M0.1%+17.2%0.784%
4/30/2026 KDK Private Wealth Management LLC24,302$1.71M1.6%-2.2%0.079%
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4/29/2026 Fischer Financial Services Inc.140,049$9.83M3.3%-0.5%0.453%
4/27/2026 BIP Wealth LLC3,295$231K0.0%+5.1%0.011%
4/27/2026 Private Advisor Group LLC11,852$832K0.0%-6.0%0.038%
4/24/2026 Acorn Financial Advisory Services Inc. ADV14,514$1.02M0.1%+6.9%0.047%
4/24/2026 Strategic Point Investment Advisors LLC218,273$15.32M2.2%+0.8%0.704%
4/22/2026 Janney Montgomery Scott LLC6,148$432K0.0%-3.0%0.020%
4/22/2026 Yoder Wealth Management Inc.93,649$6.57M3.0%+14.5%0.302%
4/22/2026 Harbor Asset Planning Inc.30,253$2.12M1.8%+4.4%0.098%
4/22/2026 Merkkuri Wealth Advisors LLC2,267$159K0.1%N/A0.007%
4/21/2026 Maltin Wealth Management Inc.53,263$3.74M1.4%-5.9%0.172%
4/20/2026 Longview Financial Advisors Inc.553$39K0.0%N/A0.002%
4/20/2026 Kestra Private Wealth Services LLC30,366$2.13M0.0%-17.0%0.098%
4/20/2026 RFG Advisory LLC7,640$536K0.0%-8.5%0.025%
4/17/2026 Athena Wealth Management LLC8,581$602K0.5%+21.3%0.028%
4/17/2026 Cornerstone Management Inc.8,841$621K0.1%+24.3%0.029%
4/16/2026 Smith Salley Wealth Management60,305$4.23M0.2%+7.1%0.195%
3/13/2026 World Investment Advisors9,566$744K0.0%+2.5%0.030%
3/9/2026 Corient Private Wealth LLC5,169$402K0.0%+33.2%0.016%
2/27/2026 Instrumental Wealth LLC3,521$263K0.2%+13.9%0.011%
2/20/2026Sunbelt Securities Inc.12,671$985K0.1%-25.5%0.040%
2/20/2026 Kovitz Investment Group Partners LLC189,496$14.73M0.3%-7.7%0.600%
2/19/2026 Jacobs Equity LLC20,598$1.60M1.5%N/A0.065%
2/18/2026 Mercer Global Advisors Inc. ADV248,468$19.32M0.0%-9.4%0.786%
2/18/2026 EP Wealth Advisors LLC27,550$2.14M0.0%N/A0.087%
2/18/2026 NewEdge Advisors LLC14,542$1.13M0.0%-32.4%0.046%
2/18/2026 Empowered Funds LLC4,350$338K0.0%-11.9%0.014%
2/17/2026 AQR Capital Management LLC10,587$823K0.0%+19.5%0.034%
2/17/2026 Cetera Investment Advisers30,621$2.38M0.0%+22.2%0.097%
2/17/2026 Osaic Holdings Inc.414,449$32.24M0.0%-3.7%1.312%
2/17/2026 Advisory Services Network LLC7,120$554K0.0%-10.5%0.023%
2/17/2026 Captrust Financial Advisors6,168$479K0.0%+65.5%0.020%
2/17/2026 &PARTNERS10,833$842K0.0%+20.3%0.034%
2/17/2026 Royal Bank of Canada16,976$1.32M0.0%-5.0%0.054%
2/17/2026 Howe & Rusling Inc.1,765$137K0.0%N/A0.006%
2/16/2026 MML Investors Services LLC10,200$793K0.0%-6.4%0.032%
2/16/2026 Mariner LLC49,648$3.86M0.0%+5.2%0.157%
2/16/2026Motiv8 Investments LLC1,092$85K0.0%N/A0.003%
2/16/2026 Arax Advisory Partners1,729$134K0.0%N/A0.005%
2/16/2026 Blue Jean Financial LLC10,205$793K0.6%N/A0.032%
2/16/2026 Atlas Capital Advisors Inc.14,133$1.10M0.1%N/A0.045%
2/13/2026 Kestra Advisory Services LLC206,622$16.06M0.1%+45.4%0.654%
2/13/2026 Visionary Wealth Advisors3,969$309K0.0%+30.4%0.013%
2/13/2026 Stifel Financial Corp115,129$8.95M0.0%-2.4%0.364%
2/13/2026 Charles Schwab Investment Management Inc.1,882,009$146.31M0.0%+2.8%5.956%
2/13/2026 Wells Fargo & Company MN119,091$9.26M0.0%-27.7%0.377%
2/13/2026 Summit Financial LLC49,410$3.84M0.1%+3.3%0.156%
2/12/2026 Federation des caisses Desjardins du Quebec1,274$99K0.0%+422.1%0.004%
2/12/2026 Orion Porfolio Solutions LLC38,102$2.96M0.0%-8.7%0.121%
2/12/2026 Commonwealth Equity Services LLC474,222$36.87M0.0%+5.7%1.501%
2/12/2026 IFC & Insurance Marketing Inc.863$67K0.1%N/A0.003%
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2/12/2026 Steward Partners Investment Advisory LLC63,172$4.91M0.0%+0.9%0.200%
2/12/2026 Colonial Trust Co SC568$44K0.0%+56.9%0.002%
2/12/2026 Great Valley Advisor Group Inc.17,643$1.37M0.0%-2.5%0.056%
2/11/2026 Empowered Funds LLC4,350$338K0.0%-11.9%0.014%
2/11/2026 KDK Private Wealth Management LLC24,857$1.93M1.7%-2.3%0.079%
2/11/2026 Janney Montgomery Scott LLC6,336$493K0.0%+11.1%0.020%
2/11/2026 Deutsche Bank AG1,553$121K0.0%N/A0.005%
2/11/2026 Paragon Private Wealth Management LLC5,409$420K0.1%-24.0%0.017%
2/11/2026 LPL Financial LLC347,864$27.04M0.0%+19.2%1.101%
2/11/2026 O Shaughnessy Asset Management LLC36,974$2.87M0.0%-0.5%0.117%


FNCL Institutional Ownership - Frequently Asked Questions

During the previous two years, 261 institutional investors and hedge funds held shares of Fidelity MSCI Financials Index ETF. The most heavily invested institutionals were Lido Advisors LLC ($187.44M), Charles Schwab Investment Management Inc. ($146.31M), AGF Management Ltd. ($65.19M), Commonwealth Equity Services LLC ($36.87M), Osaic Holdings Inc. ($32.24M), LPL Financial LLC ($27.04M), and Sava Penzisko Drushtvo A.D. Skopje ($26.10M).Learn more on Fidelity MSCI Financials Index ETF's institutional investors.

Of the 224 institutional investors that purchased Fidelity MSCI Financials Index ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: AGF Management Ltd. ($619.05K), Sava Penzisko Drushtvo A.D. Skopje ($341.87K), Vicus Capital ($337.40K), Commonwealth Equity Services LLC ($275.36K), Mercer Global Advisors Inc. ADV ($266.40K), LPL Financial LLC ($237.01K), and Lido Advisors LLC ($231.70K).

Institutional investors have bought a total of 2,080,954 shares in the last 24 months. This purchase volume represents approximately $158.42M in transactions.

Of the 83 institutional investors that sold Fidelity MSCI Financials Index ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Vicus Capital ($304.80K), Commonwealth Equity Services LLC ($147.27K), Wells Fargo & Company MN ($45.57K), Buska Wealth Management LLC ($42.53K), Modern Wealth Management LLC ($37.91K), Lido Advisors LLC ($37.49K), and Envestnet Asset Management Inc. ($33.76K).

Institutional investors have sold a total of 930,074 shares in the last 24 months. This volume of shares sold represents approximately $71.18M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:FNCL is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/27/2026. New 13F filings are added each quarter as they're published.
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